Hurlow Wealth Management Group’s Eaton Vance Corp. EV Stock Holding History

Hurlow Wealth Management Group’s Portfolio EV Stock Details EV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-4,070	Closed	-$276K	–	100
2020 Q4	$276K	Buy	+4,070	New	+$254K	0.22%	76
2020 Q1	–	Sell	-4,939	Closed	-$232K	–	99
2019 Q4	$232K	Hold	4,939	–	–	0.23%	87
2019 Q3	$218K	Sell	4,939 -113	-2%	-$4.89K	0.23%	86
2019 Q2	$222K	Hold	5,052	–	–	0.23%	86
2019 Q1	$210K	Sell	5,052 -95	-2%	-$3.77K	0.23%	91
2018 Q4	$205K	Buy	+5,147	New	+$217K	0.25%	86

Other funds holding EV

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Hurlow Wealth Management Group's EV Position: Q1 2021 in Review

Hurlow Wealth Management Group sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 4,070 shares — an estimated $276K sold.

Hurlow Wealth Management Group first reported a position in EV in Q4 2018 and held it in 6 quarters. The position peaked at $276K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

Hurlow Wealth Management Group reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
Hurlow Wealth Management Group sold 4,070 Eaton Vance Corp. shares in Q1 2021, an estimated $276K.
Hurlow Wealth Management Group first reported a position in Eaton Vance Corp. in Q4 2018 and held it in 6 quarters.
Hurlow Wealth Management Group's Eaton Vance Corp. position peaked at $276K in Q4 2020.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2021, filed 20 Apr 2021.